Willson Grange Ltd. Reviews 21

TrustScore 4.5 out of 5

4.3

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Rated 5 out of 5 stars

Simon Treadwell has been our Financial Advisor for many years. We consider ourselves very fortunate to have such a knowledgeable, trustworthy & efficient person especially in this climate of poor adv... See more

Rated 5 out of 5 stars

We have known Simon for the past 15 years. He previously looked after my parent’s financial portfolio. We have always been extremely satisfied with his service. We find him very reliable and honest.... See more

Rated 5 out of 5 stars

Simon has offered an excellent service over the last couple of years. He made an effort to get to know us and understand our needs and has been both proactive and responsive throughout our dealings wi... See more

Rated 1 out of 5 stars

Poor quality service resulting in an upheld complaint to The Financial Ombudsman. If I could award zero stars then this would be the rating

Company replied

Company details

  1. Financial Consultant

Written by the company

We are a trusted team of Independent Financial Advisers providing tailored investment management and financial planning services to high net worth individuals, families, and businesses. Our team of experienced professionals works closely with each client to develop personalised investment strategies that align with their unique goals and needs. Our comprehensive approach to wealth management combines investment management, tax planning, estate planning, risk management, and retirement planning.


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4.3

Excellent

TrustScore 4.5 out of 5

21 reviews

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